Jonathan Trbovich
Jonathan Trbovich is a registered investment advisor at Cetera Investment Advisers LLC, based in Spartanburg, SC, with 27 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
359 South Pine Street, Spartanburg, SC, 29302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan provides financial planning and insurance product sales and service through Kyle Atkins Financial Group. He also serves as a co-board member for Port Valdez Company Inc, a family real estate business, dedicating minimal time, and as treasurer for his child's soccer team, spending a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Concourse Financial Group Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Cls Investments, LLC
Cls Investments, LLC
Northern Lights Distributors, LLCBroker
Cls Investment Firm, LLC
Schield Management CO.
Schield Securities LLCBroker
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
State Registrations11 states
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